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  1. Super for you /
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Forms

 

MEMBER FORMS
Become a Member Application form Use this online form to become a new employer-supported member or personal member of MTAA Super. A paper copy is available in the Member PDS
Rollover form Use this form to rollover the whole or partial balance of your super benefits into MTAA Super
Proof of ID This explains the ID and change of name requirements to allow withdrawals from your Super Fund
Notification to employer: Choice of fund
Provide this form, completed and signed to your employer if you would like your super paid into MTAA Super, You can use this instead of the ‘Standard Choice’ form given to you by your employer
Member investment choice form  Use this form to choose how your super is invested
Binding death benefit nomination Use this form to make, change or cancel a binding death benefit nomination
MTAA Super Withdrawal  To make a partial or full withdrawal from your MTAA Super account please contact MTAA Super on 1300 362 415
Voluntary contribution form Use this form to make a voluntary super contribution to your MTAA Super account. You can also use this form to change your current Voluntary Personal Contributions or to authorise a Direct Debit
Salary sacrifice contribution form   Use this form if you wish to make before-tax contributions to your super through your employer
Deduction for personal super contributions  Use this form to claim a tax deduction for your personal contribution. Please note: You must send us this form before you submit your tax return
Change of details Use this form to make a change to your personal or bank details  
Third Party Authorisation  Use this form to authorise MTAA Super to provide information about your MTAA Super account to the person you nominate

 


PENSION FORMS

Pension application form
Use this form to become a new pension member in MTAA Super. Please note this application is only available within the PDS
Proof of ID This explains the ID and change of name requirements to allow withdrawals from your Super Fund
Pension rollover Use this form to rollover the whole or partial balance of your super benefits into MTAA Super
Pension Investment Choice Use this form to make an investment switch in your MTAA Super Pension
Tax file number declaration Use this form to provide MTAA Super with your Tax File Number
Pension Withdrawal (FOR PENSION MEMBERS ONLY) Use this form to make a partial or full withdrawal from your MTAA Super Pension
Variation form Use this form to make a change to your personal details, your pension payment amount or frequency or your bank details.
Binding death benefit nomination form Use this form to make, change or cancel a binding death benefit nomination
Withholding Declaration Use this declaration to authorise your payer to adjust the amount withheld from payments made to you.
Condition of Release Notification (TTR members only)    Use this notification to advise MTAA Super that you have met a condition of release.

 

 
INVESTMENT FORMS
Member investment choice form Use this form to choose how your superannuation is invested
Pension Investment Choice Use this form to make an investment switch in your MTAA Super Pension 

 

 

INSURANCE FORMS
 Application for Additional Insurance  Use this online form if you wish to apply for additional insurance cover 
Transfer Insurance Cover  New members may use this form to apply to replace their current insurance with MTAA Super insurance
Application to change your workscale Use this form if you wish to transfer your existing MTAA Super insurance cover from the general scale to the non-manual or professional scale
Application to increase insurance cover on joining Use this form if you wish to apply for an increased amount of insurance cover (employer supported members only)
 Application for Life Event cover  Use this form to apply for additional cover within 60 days of a life event occuring
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